Y-Intercept (HK)’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $746K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $378K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $265K | Buy |
|